The Discount Report in Shepherd provides a detailed line-item view of all discounted services, products, and medications within a selected time period. This report helps track when and where discounts were applied, which clients and patients received them, and who performed the associated services.
🗓 Filters & Setup
To generate a Discount Report, use the filters at the top of the page:
Filter | Description |
Time Period | Select from preset ranges (e.g., This Month, Last Quarter) or set custom dates. |
Discount Type | (Optional) Filter to view specific discount categories (e.g., Employee, Referral, Default Discount). |
Click View Report to load results. Use Clear to reset filters and start fresh.
📋 Understanding the Report Columns
This report displays a single table combining invoice, client, patient, and product-level data for full transparency. Each row represents an individual item or service with a discount applied.
Column | Description |
Date of Invoice | Date and time the invoice was created. |
Invoice # | Clickable link to the invoice. |
Client ID & Full Name | Identifies the owner of the patient receiving the discount. |
Discount Type | The category/class of the discount (e.g., Default Discount, Employee). |
Discount Note | Notes entered when the discount was applied. |
Original Price | Price before the discount. |
Discount Percentage | The percentage of the discount. |
Discount Amount | Dollar value of the discount applied. |
Discounted Price | Final price after discount. |
Patient ID, Name, Species, Breed | Full details on the patient associated with the invoice. |
Description | The specific product or service that was discounted. |
Product Type | Identifies if the item is a Product, Medication, Vaccine, etc. |
Product Category | The department or grouping the item falls under (e.g., Medication, Professional Services). |
Quantity | Quantity of the item or service billed. |
Invoice Total | Total cost of the entire invoice (not just the discounted item). |
Production User | Staff member associated with the service or product delivery. |
📊 Totals (Bottom Row)
At the bottom of the report, you’ll see summary totals that help assess the financial impact of discounts:
Total Original Price: Combined full-price value of all items before discounts.
Total Discount Amount: Combined value of all discounts applied.
Total Discounted Price: Sum of final prices after discounts.
Total Invoice Amount: Total of all invoices related to the discounted items.
📤 Viewing & Download Options
You can interact with the report in three ways:
View Report (button): Generate an interactive visual within Shepherd.
Download (button): Get a copy of the full current report as a PDF or CSV.
Table Specific CSV Download: A quick download of the current table in CSV format for spreadsheet use.
✅ Use Cases
Identify frequent or high-dollar discount recipients.
Audit employee discount usage.
Monitor specific product or category discounts.
Evaluate financial impact of discounts over time.
Track production staff associated with discounted services.
🛠 Troubleshooting
No results showing?
Make sure you’ve selected a valid time period.
Check if the Discount Type filter is excluding too much.
Have questions about interpreting the Discount Report? Our support team is always happy to help! 🐾